Schwab U S Small Cap ETF shares owned by Lido Advisors
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Lido Advisors
from 13F filings
Historical chart of Lido Advisors investment in Schwab U S Small Cap ETF
Tip: Access up to 7 years of quarterly data
All positions including Schwab U S Small Cap ETF held by Lido Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab U S Small Cap ETF by Lido Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $12M | 446k | 27.90 |
| 2025-06-30 | $6.6M | 261k | 25.30 |
| 2025-03-31 | $3.5M | 149k | 23.43 |
| 2024-12-31 | $3.8M | 146k | 25.86 |
| 2024-09-30 | $3.2M | 63k | 51.50 |
| 2024-06-30 | $3.3M | 69k | 47.61 |
| 2024-03-31 | $3.7M | 74k | 49.24 |
| 2023-12-31 | $327k | 6.3k | 51.74 |
| 2023-06-30 | $2.5M | 56k | 43.80 |
| 2023-03-31 | $5.2M | 123k | 41.93 |
| 2022-12-31 | $1.6M | 39k | 40.51 |
| 2022-09-30 | $1.5M | 36k | 41.83 |
| 2022-06-30 | $1.4M | 37k | 38.98 |
| 2022-03-31 | $1.7M | 36k | 47.34 |
| 2021-12-31 | $1.9M | 18k | 102.48 |
| 2021-09-30 | $1.8M | 11k | 159.89 |
| 2021-06-30 | $1.9M | 18k | 104.18 |
| 2021-03-31 | $1.8M | 18k | 99.68 |
| 2020-12-31 | $1.6M | 18k | 88.99 |
| 2020-09-30 | $933k | 14k | 68.34 |
| 2020-06-30 | $893k | 14k | 65.37 |
| 2020-03-31 | $706k | 14k | 51.50 |
| 2019-12-31 | $911k | 12k | 75.62 |
| 2019-09-30 | $817k | 12k | 69.69 |
| 2019-06-30 | $658k | 9.2k | 71.52 |
| 2019-03-31 | $361k | 5.2k | 69.80 |
| 2018-09-30 | $285k | 3.7k | 76.04 |